Data / Form D filings / Eaglestone Tax & Wealth Advisors, Inc.
Eaglestone Tax & Wealth Advisors, Inc.: Form D filing
Eaglestone Tax & Wealth Advisors, Inc., a company in Rockville, MD, filed a Form D with the SEC in 2024. The latest, on July 9, 2024, reports $4 million sold of a $4 million offering to 2 investors.
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Company details from the filing
- Address
- 1101 WOOTTON PARKWAY, SUITE 400, Rockville, MD, 20852
- Phone
- (301) 924-2160
- Industry
- Other
- Entity type
- Corporation
- Incorporated in
- Florida
- Year incorporated
- 2021
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2029781
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jul 9, 2024 | New notice | $3,990,000 | $3,990,000 | 2 | Jul 1, 2024 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| James Warring | Executive Officer |
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Every Form D from the week of Jul 8, 2024 · All recent filings in Maryland · All recent Other filings
Read from SEC EDGAR. Amount sold is what Eaglestone Tax & Wealth Advisors, Inc. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.